Back Office Butler - Absolute Capital

Back Office Butler Form

To request pre-filled forms for a new managed account, please complete the Back Office Butler form below (* denotes required fields). Questions? Call 888-388-8303

Representative Information
Note: If you currently have an active account with AbsCap, only name and email are required.
Name(s)*
Advisory Firm That You Clear Through
Phone
Fax
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
DOB
Date Format: MM slash DD slash YYYY
Email*
Account Information
Type*
What type of WIN / Navigator account is this?*
Registration*
Registration*
Registration*
Registration*
Other
Employer*
Retirement Plan Name
Plan ID #
Employer*
Platform Provider*
Platform Provider*
Platform Provider*
Platform Provider*
Platform Provider*
Platform Provider*
Platform Provider*
Platform Provider*
Platform Provider*
Platform Provider*
Upload Statement (optional)
Accepted file types: pdf, doc, docx, txt, rtf.
Other
Funding
Transferring Firm
Account Number
Employer / Plan / Product Information
Investment Program
Investment Program
Investment Program
Investment Program
Investment Program
Investment Program
Investment Program
Investment Program
Investment Program
Absolute Capital Asset Allocator Fund
Please enter a number from 25 to 100.
Absolute Capital Defender Fund
Please enter a number from 25 to 100.
Asset Allocator - Strategy
Portfolio Protector Strategy
Asset Allocator - Percentage
Please enter a number from 0.01 to 100.
Sector Selector - Percentage
Please enter a number from 0.01 to 100.
Portfolio Protector - Percentage
Please enter a number from 0.01 to 100.
Minimum investment in each Fund if using more than one Fund is 25%. Total must equal 100% and only whole numbers can be used.
401K Provider
401K Employer
401K Custodian Account No.
403(b) Provider
403(b) Employer
403(b) Custodian Account No.
457 Provider
457 Employer
457 Custodian Account No.
Describe Account
How will account be funded?
Variable Annuity Family
VA Account Number
VA Riders
Approximate Investment Amount
Client Information
Entity Name*
Entity TIN
Authorized Signor
Client Name*
Title
Client Email
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Social Security Number
DOB
Date Format: MM slash DD slash YYYY
ID Type
ID #
ID State
ID Expiration Date
Date Format: MM slash DD slash YYYY
Joint Client Information
Please make certain to fill out both the Client Information area as well as the Joint Account Holder area below.
Prefix
Joint Client Name
Joint Client Email
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Social Security Number
DOB
Date Format: MM slash DD slash YYYY
ID Type
ID #
ID State
ID Expiration Date
Beneficiary Information
Primary Beneficiary
Beneficiary Name
Address
Street Address Address Line 2 City State ZIP Code
Relationship
Social Security Number
Date of Birth
Date Format: MM slash DD slash YYYY
Primary Beneficiary Percentage
Please enter a number from 0 to 100.
Beneficiary 2
Beneficiary Name
Address
Street Address Address Line 2 City State ZIP Code
Relationship
Social Security Number
Date of Birth
Date Format: MM slash DD slash YYYY
Bene 2 Percentage
Please enter a number from 0 to 100.
Primary / Contingent
Beneficiary 3
Beneficiary Name
Address
Street Address Address Line 2 City State ZIP Code
Relationship
Social Security Number
Date of Birth
Date Format: MM slash DD slash YYYY
Bene 3 Percentage
Please enter a number from 0 to 100.
Primary / Contingent
Beneficiary 4
Beneficiary Name
Address
Street Address Address Line 2 City State ZIP Code
Relationship
Social Security Number
Date of Birth
Date Format: MM slash DD slash YYYY
Bene 4 Percentage
Please enter a number from 0 to 100.
Primary / Contingent
Additional Information
Note
Paperwork Turnaround
Within one business day, Absolute Capital will process your request and send you a secure email with the requested forms, or contact you should we require any clarifications.

If you have any questions, need to request expedited fulfillment, or would like to arrange for an alternative delivery method for forms, please provide details in the Note section below, or contact Absolute Capital at (888) 388-8303.

Absolute Capital Management

Back Office Butler Form

Representative Information

Account Information

Client Information

Joint Client Information

Beneficiary Information

Primary Beneficiary

Beneficiary 2

Beneficiary 3

Beneficiary 4

Additional Information

Paperwork Turnaround